We are excited to welcome Franca Marinelli to the Tier1 Financial Solutions team as Chief Human Resources Officer! In this role, Franca will lead and champion the creation of an exceptional employee experience to attract, develop and retain top talent. Learn more: bit.ly/3AUXzoq #HR

Why use a CRM that does not deliver the promised productivity? Satuit believes your CRM should be a pleasure to use, not a burden. Read More: bit.ly/2XTG1up #CRM #assetmanagement #reliability

Have you implemented an investor portal but adoption is disappointing? Learn the five steps to increase adoption and drive the success of your investor portal. Read more: bit.ly/3yvfXT5

Does it take too many clicks to find what you are looking for in your CRM? We simplify your day-to-day tasks letting you spend more time developing relationships and less time searching for data. Read more: bit.ly/3ngtOL4 #CRM #simplified

Reach your investors where they reach you – on your secure investor portal. SatuitSIP protects your investors from phishing, malware, and human error during stressful reporting processes. Read more: bit.ly/3hBmN3H

For Asset Managers relationship management is all about creating loyalty – long-term relationships that endure market cycles. Find out how the right CRM can become a game-changing philosophy within your firm if used effectively. Read More: bit.ly/3gOOoy6

Our Autumn ’21 Release is live with significant improvements to the user interface, existing framework, and an expansion of API offerings! Find out more: bit.ly/2ZuXom6

Has your company implemented an investor portal only to find out that your investors don’t log in? Satuit Secure Investor Portal lets you effortlessly track investor engagement and drive portal adoption. Learn more: bit.ly/2Yo0kRB

Satuit Technologies is excited to announce we have partnered with Versoft Consulting to release VAAS Connect. Learn More: bit.ly/3DBlr1s

We are thrilled Satuit Technologies has partnered with us to bring more value to clients and firms alike! #wealthtech #FintechNews #investments linkedin.com/feed/update/ur…

If report delivery is the sole function of your firm's investor portal, you may be missing an important new channel to drive investor engagement, streamline operations, and support marketing efforts. Read more: bit.ly/3DVu0o1

Is your company involved in a CRM roll-out or frustrated by the return on investment in your CRM? Access the following checklist to help get your company's CRM project on track (or back on track). Read More: bit.ly/3mmapYp

Have you taken the Relationship Management Trends survey yet? Share your insights on what trends and challenges you see for 2022! Get exclusive first access to the results which will include in-depth interviews with industry experts! bit.ly/3bkwss4

User engagement is not merely a "nice to have", it is the key metric of success when implementing an investor portal. Drive the successful launch of your investor portal by following our 5 steps. Learn More: bit.ly/3yvfXT5

Our SVP of Client Success, James Plassmann explains how success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships. bit.ly/3DuoVDA

Satuit Technologies along with Tier1 Financial Solutions and @AlessaRCM, are very excited to be named to Harrington Starr's 2021 Top 1% Workplaces Awards. Congratulations to our entire team! The full list can be found in the latest issue of The Financial Technologist. bit.ly/3EhEFtG

Are you taking the necessary precautions for preventing CRM project failure? Find out how your company can avoid common failures often encountered with CRM projects. Learn more: bit.ly/3xC30qe #CRM #project #assetmanagement

Are you prioritizing the interests and needs of your clients cohesively? Our latest blog by James Plassmann explains how a purpose-built CRM provides an informative 360-degree view helping to enhance consultant relationships. Read More: bit.ly/3DuoVDA

In the spirit of giving, Satuit has participated in the Toys for Tots Program. Satuit has been donating to this charity since our company’s inception in 1994. A special thank you to all who participated. Wishing everyone a happy and healthy holiday! #toyfortots

We’re starting the new year with big news! Tier1 Research is thrilled to announce our Series B funding lead by Wavecrest Growth Partners and MassMutual Ventures Ventures. Looking forward to an exciting 2022! Read more: bit.ly/3sVmaIR